Passing The Torch

Sustain and grow your family s capital throughout generations


Families need to have vision and foresight to sustain the family s capital throughout generations. Unfortunately, many of them build wealth effectively but find, near the end of their lives, that it has little sustainability to prepare the next generations that will be the beneficiaries of their hard work.


Passing the Torch teaches high net-worth families how to foster a strong family dynamic to be truly generational. Inside, first-generation wealth creators will learn how to create a culture of sustainability and growth and endow subsequent generations with the tools and mindset necessary to prosper. Subsequent generations will learn how to receive the torch, sustain and grow the family s capital and pass the torch to the next generation.


Discover the importance of emotional intelligence


Learn to view generational wealth from a behavioral lens


Transcend financial instruction to find a sense of purpose and direction


Map out your family s legacy


Whether you re consulting an advisor or taking matters into your own hands, this is the essential reference you need to sustain wealth for generations to come.